AN INTERIM REPORT

ON
A DETAIL STUDY ABOUT COMMON
INVESTORS AWARENESS
REGARDING THE DIFFERENT
CONCEPTS & TERMINOLOGY OF
MUTUAL FUNDS WITH SPECIAL
REFERENCE TO RELIGARE.

PREPARED BY
DEEPIKA LAMBA
 ACKNOWLEDGEMENT
• I want to acknowledge the opportunity given
by Sir Mr. M.L. Sabharwal, principal of INC; I
also want to thank Mrs. Sonia Gambhir for
her constant guidance.

• I am very much indebted to Branch Manager

of Religare, Dehradun who associated me
with complete information.

• Lastly, I want to thank God, my parents and

friends for their constant support.
                                 
 OBJECTIVE
SPECIFIC OBJECTIVE: 
• To study about common investors awareness regarding
the different concepts and terminology of mutual funds.
GENERAL OBJECTIVES:  
• To study the terms and concepts used in mutual funds. 
• To see effect of financial literacy on the profitability to
the customers. 
• To know the effect of financial literacy on profitability and
market share of the company. 
• To know the effect of financial literacy on the profitability
of the brokers.
 METHODOLOGY

Primary Data:-
 Questionnaire

Secondary Data
SAMPLING

• SAMPLING TECHNIQUE: Random sampling

• SAMPLE SIZE: Sample size will be fifty.
 INTRODUCTION
COMPANY PROFILE

• A diversified financial services group

• Operates from seven domestic regional
offices, 43 sub-regional offices, and has a
presence in 498* cities and towns
• Launched India's first wealth management
joint venture under the brand name 'Religare
Macquarie Private Wealth'
 RESEARCH PLANNED FOR

• To know literacy levels through

questionnaire.

• To go through the secondary data.

• Combine analysis of primary and

secondary data.
PROGRESS OF THE REPORT
Secondary Data Analysis:
• Awareness about concept and
terminology plays a great role in growth
of returns.

Primary Data Analysis:

• 30 investors out 50 are interviewed
through questionnaire method.
• 18 invested with knowledge
• 12 invested without any knowledge
 PROGRESS…..

• 18 investors got higher returns than 12

investors.
Reasons:
• Having more knowledge about the funds and
their terminology.
• More awareness about the exit and entry
loads on the funds.
• Having more experience in investment.
• Having knowledge of stock market.
 LIMITATIONS
• Time constraint

• Data sources

• Confined to Religare mutual Fund

• Sampling error
 CONCLUSION

Till date the secondary data and

primary data shows that awareness
about the terms and concepts of
mutual funds has given benefit to the
investor in terms of higher returns.
There is a statistically significant,
positive relationship between
financial literacy and the likelihood of
investing .
Knowledge is key to the power.